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Investment Analyst

2 weeks ago

Singapore MINDFUL WEALTH PTE. LTD. Full time

**The company:
Mindful Wealth is a boutique Wealth Management firm with operations around the world. We provide discretionary and advisory services to HNW individuals and families, helping them to reach their personal financial goals with tailored-made solutions. We also manage our own in-house funds, aiming to provide solid returns while resulting in real social and environmental benefits.

**Summary**:
**Duties and Responsibilities**:

- Assist analysts and portfolio managers in research and investment decisions
- Analysis of portfolio and prepare monthly/quarterly reports
- Stay abreast of market, monitor clients and funds’ holdings
- Support the funds team in fund setup and fund administration
- Support in trades and accounts’ reconciliation
- Prepare and maintain fund presentation and relevant marketing materials

**Requirements**:

- More than 2 years of relevant experience in the financial industry
- Bachelor’s degree with a Major in Finance or related discipline
- Ability to parse and conduct your own research and form your own opinions regarding sectors, asset classes, and individual companies
- Proficient in Microsoft Suite, and Bloomberg.
- Fluent in English
- Able to work independently and remotely with excellent attention to details and sensitive to numbers
- Excellent team player with the ability to manage multiple projects simultaneously
- Highly motivated with a positive attitude, willing to go the extra mile to meet goals